Most people are told they need to plan for retirement, but wonder what size their accounts need to be at what age. Then they spend years...

Dividend Growth & March Madness

The arc of complex data analysis surrounding any question now is expanding so fast that I wonder if we are ending up farther away from...

How does a kid who never made it past the 8th grade become one of the world’s most quoted philosophers, on a variety of complex subjects?...

My first memories of what a giant moat must feel like, was as a little kid in the early 1980s watching the Georgetown Hoyas defend the...

Robert Johnson was on his way to vacation and struck up a conversation with a railroad doctor on the train. Johnson was told about the...

“ Just meet me at Buck’s, and we can talk about it ,” he told me. I did not know where, or what that was. I had never been to Woodside,...

The stated goal of this group of investors was to be “tops” in the business of “change-makers.” They were four brothers, and sons of an...

Let’s start with the so-called “smart money.” Big institutions used to have better access to company data, to make their forecasts....

I had to see this place with my own eyes. The first university from a Power 5 conference to offer esports scholarships was the University...

My kids know the supper table is my favorite place in the world. WE have grown up there, together. I love good food, but I am there for...

After Hurricane Andrew in 1992, Warren Buffett said “ It’s only after the tide goes out that you learn who’s been swimming naked .” He...

A very popular investment question about a business is – how big is the moat? The size of an advantage from competitors is important. A...

There is so much more I don’t know now than when I started as a portfolio manager twenty-four years ago. I don’t wrestle with this fact,...

I will never forget one phone call at the peak of mounting fears about the economy during the pandemic. It was my hero, who had no time...

We all know that better and better data is more available, and where to find it, on anything. Any lead in analytics that a team has in...

I love a peanut butter and jelly sandwich. My kids are not allowed to take one to school. Fast food delivery apps are welcome. Parents...

“ Everything you need to know will become apparent at that time. ” Would you join a club with only that explanation for potential new...

Almost two hundred years ago, there was a Jewish kid named Marcus living in Germany who loved math. His family did not have much money,...

How many families have at least one kid who would like to shoot the basketball like Stephen Curry? How many have an adult with financial...